Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.
There’s an alarming difference between perception and reality for current and future retirees.
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Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
For many, retirement includes contributing their time and talents to an organization in need.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right.
This checklist can give you a quick snapshot of how prepared you are.
Taking regular, periodic withdrawals during retirement can be quite problematic.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate your monthly and annual income from various IRA types.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator can help you estimate how much you may need to save for retirement.
Help determine the required minimum distribution from an IRA or another qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Why are 401(k) plans, annuities, and IRAs so popular?
How does your ideal retirement differ from reality, and what can we do to better align the two?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
What does your home really cost?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.